RAM

Riggs Asset Management Portfolio holdings

AUM $496M
1-Year Est. Return 50.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.64M
3
+$2.99M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.49M

Top Sells

1
+$5.65M
2
+$4.8M
3
+$4.46M
4
LMT icon
Lockheed Martin
LMT
+$4.38M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.21K ﹤0.01%
100
252
$9.16K ﹤0.01%
61
253
$8.77K ﹤0.01%
30
254
$8.71K ﹤0.01%
50
-80
255
$8.56K ﹤0.01%
+111
256
$8.41K ﹤0.01%
132
257
$8.33K ﹤0.01%
40
258
$8.15K ﹤0.01%
40
259
$8.02K ﹤0.01%
513
260
$7.93K ﹤0.01%
96
261
$7.68K ﹤0.01%
110
262
$7.56K ﹤0.01%
40
263
$7.4K ﹤0.01%
100
264
$7.31K ﹤0.01%
+43
265
$7.21K ﹤0.01%
60
-1
266
$7.06K ﹤0.01%
36
267
$7.05K ﹤0.01%
+139
268
$6.88K ﹤0.01%
66
269
$6.79K ﹤0.01%
+345
270
$6.69K ﹤0.01%
+89
271
$6.6K ﹤0.01%
123
272
$6.55K ﹤0.01%
+300
273
$6.47K ﹤0.01%
20
274
$6.37K ﹤0.01%
300
275
$6.28K ﹤0.01%
+121
9 10
11
12 13